CRM
Agile CRM
Mortgage Customer Relations
Agile CRM is a dynamic cloud-based customer relationship management (CRM) platform, specially tailored for the mortgage industry.
Experience.com Integrates with Agile CRM
Experience.com's Agile CRM integration enables seamless survey deployment at crucial points in the lending or homebuying journey. It effortlessly ingests transaction data from Agile CRM into Experience.com for smooth data flow. Strategic mapping to specific campaigns enhances targeting precision, while advanced automation tailors campaigns and surveys to client roles, transaction types, statuses, or locations, ensuring a personalized experience.
The Results Speak For Themselves
51.5+
Improvement in NPS®
5x
Improvement in Survey Completion Rate
1.9
Improvement in Google Star Rating
10x
Growth in Total Reviews Collected Annually
Experience.com is constantly evolving and improving. The real-time feedback is very helpful with our customers.
— Connie L.
Mid-Market
Excellent way to gauge your client’s experience! Very easy to use and the integration with social media platforms is excellent.
— Manny A.
Mortgage Loan Originator
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